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Zimmer Biomet

872 hedge funds and large institutions have $19B invested in Zimmer Biomet in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 255 increasing their positions, 333 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.04% more ownership

Funds ownership: 91.74%92.79% (+1%)

9% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 107

2% less funds holding

Funds holding: 892872 (-20)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

17% less call options, than puts

Call options by funds: $59.2M | Put options by funds: $71.6M

20% less capital invested

Capital invested by funds: $23.8B → $19B (-$4.82B)

23% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 333

Holders
872
Holders Change
-20
Holders Change %
-2.24%
% of All Funds
19.43%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.36%
New
97
Increased
255
Reduced
333
Closed
107
Calls
$59.2M
Puts
$71.6M
Net Calls
-$12.3M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
476
GSA Capital Partners
United Kingdom
$598K +$668K +5,943 New
EM
477
ELCO Management
New York
$596K -$123K -1,097 -16%
CB
478
CNB Bank
Pennsylvania
$584K +$72.5K +645 +13%
PC
479
PA Capital
Virginia
$584K +$653K +5,803 New
ARTA
480
A.R.T. Advisors
New York
$581K +$649K +5,768 New
DSC
481
Duncker Streett & Co
Missouri
$578K
STMM
482
South Texas Money Management
Texas
$574K
GG
483
Gofen & Glossberg
Illinois
$566K +$17K +151 +3%
CFMC
484
Curbstone Financial Management Corp
New Hampshire
$564K +$57.9K +515 +10%
II
485
Inspire Investing
Idaho
$563K +$66.7K +593 +12%
WIA
486
Wealthstreet Investment Advisors
Texas
$560K -$162K -1,442 -21%
SBH
487
Segall Bryant & Hamill
Illinois
$560K +$98.3K +874 +19%
TAM
488
Trillium Asset Management
Massachusetts
$557K -$383K -3,403 -38%
CEP
489
Chicago Equity Partners
Illinois
$557K +$623K +5,536 New
MHIC
490
Marble Harbor Investment Counsel
Massachusetts
$555K
SRAM
491
Stone Ridge Asset Management
New York
$550K +$99.2K +882 +19%
Bessemer Group
492
Bessemer Group
New Jersey
$550K +$183K +1,626 +42%
Rockefeller Capital Management
493
Rockefeller Capital Management
New York
$547K -$449K -3,992 -42%
GIM
494
Greylin Investment Management
Virginia
$542K -$2.92K -26 -0.5%
SC
495
Schulhoff & Co
Ohio
$540K
AIM
496
Axiom Investment Management
New York
$539K +$601K +5,348 New
HTC
497
Haverford Trust Company
Pennsylvania
$538K +$44.6K +397 +8%
CC
498
Courier Capital
New York
$533K -$7.54K -67 -1%
MCIM
499
Meadow Creek Investment Management
Georgia
$529K -$53.8K -478 -8%
FBC
500
Fairfield, Bush & Co
Connecticut
$524K

ZBH Hedge Fund Activity: Q4 2018 in Review

872 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2018, worth a combined $19B — down 20% from $23.8B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of ZBH and 97 opened new positions — a net loss of 10 holders — while 333 trimmed existing stakes and 255 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $274M. The largest seller was HealthCor Management, cutting an estimated $218M.

  • 872 institutional investors held Zimmer Biomet (ZBH) as of Q4 2018, down from 892 in Q3 2018.
  • Funds reported $19B of Zimmer Biomet stock for Q4 2018, down 20% quarter-over-quarter.
  • 97 funds opened new Zimmer Biomet positions in Q4 2018 and 107 closed out, a net change of -10 holders.
  • The largest Zimmer Biomet buyer in Q4 2018 was T. Rowe Price Associates, an estimated $274M added.
  • The largest Zimmer Biomet seller in Q4 2018 was HealthCor Management, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2018.